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2026 Tax Quick Reference Guide

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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26East Private Wealth

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We are excited to announce the launch of 26East Private Wealth &Partners, in partnership with Fidelity—marking the next chapter in our financial journey.

While we would have loved to share this news with you sooner, industry regulations prevented us from doing so until after our transition. What hasn’t changed is our team—we’re the same trusted professionals you’ve always known. What’s new is our enhanced ability to serve you with greater flexibility, deeper resources, and fewer corporate constraints.

As part of this move, we’ve selected Fidelity as our new custodian. Fidelity is one of the largest and most respected financial institutions in the world, with over $13 trillion in assets as of the end of 2024. Your financial security has always been our top priority, and Fidelity’s scale, stability, and reputation made them the clear choice.

With this transition, we now have more direct access to senior leadership, more advanced tools, and a stronger platform to deliver customized strategies and personal service.

As industry veterans with over 30 years of experience, we’ve had the privilege of guiding multiple generations—from helping grandparents retire with confidence, to supporting parents in funding their children’s education, to empowering young professionals as they build their financial futures.

For nearly a year, we conducted an in-depth evaluation—visiting offices, holding detailed conversations, and reflecting carefully on what would be best for our clients. After extensive due diligence, we chose &Partners and Fidelity because we believe they provide the best foundation for our next chapter—and more importantly, for yours.

Our mission remains the same: to help you achieve financial clarity, security, and the freedom to live life on your terms.

This move isn’t just a change in name or address—it’s a reaffirmation of our commitment to serve you better than ever.

Your Team at 26East Private Wealth

Doug, Julie & Patrick

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